Circle Wealth Management, LLC

Position in XYL — Xylem Inc.

CIK 1578242 SUMMIT, NJ

Position in XYL

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$992,136

-$13,217 QoQ

Shares Held

8,393

-0.2% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#530

of 1,089 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Circle Wealth Management, LLC holds $7,853,245 across 6 Specialty Industrial Machinery names. XYL ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OTIS	Otis Worldwide Corp	32,851	$2,352,131
2	ITW	Illinois Tool Works Inc	7,541	$2,039,614
3	ROK	Rockwell Automation, Inc	2,662	$1,317,902
4	XYL	Xylem Inc. This page	8,393	$992,136
5	ETN	Eaton Corp plc	1,389	$591,880
6	SYM	Symbotic Inc.	12,449	$559,582

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$992,136	8,393	-0.2%	Shares	Sole	2026-08-12
2026-03-31	$1,005,353	8,413	+0.2%	Shares	Sole	2026-05-12
2025-12-31	$1,142,958	8,393	0.0%	Shares	Sole	2026-02-13
2025-09-30	$1,237,967	8,393	+31.2%	Shares	Sole	2025-11-14
2025-06-30	$827,257	6,395	-0.5%	Shares	Sole	2025-08-14
2025-03-31	$768,127	6,430	0.0%	Shares	Sole	2025-05-14
2024-12-31	$746,008	6,430	0.0%	Shares	Sole	2025-02-14
2024-09-30	$868,242	6,430	0.0%	Shares	Sole	2024-11-14
2024-06-30	$872,100	6,430	-2.2%	Shares	Sole	2024-08-13
2024-03-31	$849,623	6,574	+2.7%	Shares	Sole	2024-05-14
2023-12-31	$731,904	6,400	-0.4%	Shares	Sole	2024-02-15
2023-09-30	$584,958	6,426	+0.4%	Shares	Sole	2023-11-15
2023-06-30	$720,768	6,400	+184.7%	Shares	Sole	2023-08-11
2023-03-31	$235,365	2,248	0.0%	Shares	Sole	2023-05-09
2022-12-31	$248,561	2,248	-23.6%	Shares	Sole	2023-02-13
2022-03-31	$250,749	2,941	0.0%	Shares	Sole	2022-05-16
2021-12-31	$352,684	2,941	-77.5%	Shares	Sole	2022-02-14
2020-12-31	$1,332,023	13,086	0.0%	Shares	Sole	2021-02-18
2020-09-30	$1,100,794	13,086	0.0%	Shares	Sole	2020-11-16
2020-06-30	$850,066	13,086	-9.8%	Shares	Sole	2020-08-14
2020-03-31	$944,710	14,505	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.